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Private Advisor Group, LLC: SMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisor Group, LLC on SMB, newest first. How the timeline and the estimate are built.

Private Advisor Group, LLC held 90,266 SMB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,266 shares
    Change vs previous 13F +5,766 shares

    0.01% of the 13F portfolio, value $1,566,117.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 84,500 shares
    Change vs previous 13F -2,499 shares

    0.01% of the 13F portfolio, value $1,461,856.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 86,999 shares
    Change vs previous 13F -249 shares

    0.01% of the 13F portfolio, value $1,514,650.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 87,248 shares
    Change vs previous 13F +19,352 shares

    0.01% of the 13F portfolio, value $1,519,863.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 67,896 shares
    Change vs previous 13F +5,638 shares

    0.01% of the 13F portfolio, value $1,171,883.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 62,258 shares
    Change vs previous 13F +3,367 shares

    0.01% of the 13F portfolio, value $1,066,784.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 58,891 shares
    Change vs previous 13F +13,598 shares

    0.01% of the 13F portfolio, value $1,006,443.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,293 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $783,120.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).